Universal-Beteiligungs- und Servicegesellschaft’s Sun Communities SUI Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio SUI Stock Details SUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.8M	Sell	256,813 -3,076	-1%	-$385K	0.05%	308
2026 Q1	$32.7M	Buy	259,889 +4,964	+2%	+$642K	0.06%	288
2025 Q4	$31.6M	Sell	254,925 -19,209	-7%	-$2.4M	0.05%	285
2025 Q3	$35.4M	Sell	274,134 -272,246	-50%	-$34.4M	0.06%	266
2025 Q2	$69.1M	Buy	546,380 +23,558	+5%	+$2.92M	0.12%	164
2025 Q1	$67.3M	Buy	+522,822	New	+$66.8M	0.13%	156

Other funds holding SUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's SUI Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Sun Communities (SUI) stake by 1.2% in Q2 2026, selling an estimated $385K and leaving 256,813 shares worth $30.8M. The position accounts for 0.05% of the portfolio, ranked #308.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SUI in Q1 2025 and has held it in 6 quarters since. The position peaked at $69.1M in Q2 2025. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 256,813 shares of Sun Communities worth $30.8M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 3,076 Sun Communities shares in Q2 2026, an estimated $385K.
Sun Communities made up 0.05% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #308 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Sun Communities in Q1 2025 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Sun Communities position peaked at $69.1M in Q2 2025.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.